Nvidia and Micron Technology Just Received Some Very Bad News From an Unlikely Place

Australian AI data center company Firmus cancelled its $5 billion IPO due to weak investor demand, signaling potential funding challenges in the AI infrastructure sector. This development raises concerns about future semiconductor demand for Nvidia and Micron, as companies are raising AI service prices and businesses are restricting AI usage to control costs. While both stocks appear cheap by valuation metrics, the market may be pricing in slower earnings growth ahead.

10/12/2026, 6:06 AM • The Motley Fool

Mark My Words: ASML Stock Is the Most Overlooked Way to Play the AI Infrastructure Boom

ASML, the world's only commercial supplier of extreme ultraviolet (EUV) lithography systems, is positioned as a compelling but overlooked investment in the AI infrastructure boom. The Dutch semiconductor equipment manufacturer is essential for producing advanced chips used by major foundries like TSMC, Samsung, and Intel. With expanding partnerships around High-NA EUV technology and strong expected earnings growth (55% revenue increase expected in Q3), ASML offers exposure to AI infrastructure development through the critical equipment layer.

10/12/2026, 5:14 AM • The Motley Fool

These 2 AI Stocks Have Stumbled. Now They May Soar Nearly 75%, According to Wall Street.

CoreWeave and Cerebras Systems, two AI infrastructure stocks that have recently declined, are expected by Wall Street analysts to surge approximately 75% over the next 12 months. CoreWeave, a specialized AI cloud provider with strong Nvidia backing, has fallen 37% since May but delivered record revenue. Cerebras, a newer GPU challenger with innovative Wafer-Scale Engine technology, has dropped 9% since its May IPO but reported strong earnings and 200%+ cloud revenue growth.

10/12/2026, 5:10 AM • The Motley Fool

Here's What $500 a Month in These 6 ETFs Could Be Worth in 20 Years

The article examines six ETFs with strong historical track records and projects potential 20-year growth from $500 monthly investments. It emphasizes the power of long-term investing and compound returns, presenting bull, base, and bear case scenarios for each ETF based on past performance data.

10/12/2026, 1:15 AM • The Motley Fool

Microsoft Needs Azure to Keep Growing Faster Than 40% When It Reports on Oct. 28

Microsoft's stock is trading near its record close ahead of earnings on Oct. 28, 2026. The company needs Azure cloud revenue to grow faster than 40% year-over-year to satisfy investors, as historical data shows the market penalizes growth at or below 40% with significant stock declines. Management guided for 44-45% Azure growth with over $50 billion in capital spending, but margins have been declining and investors will scrutinize whether the massive capex investments are translating into sufficient revenue growth.

10/11/2026, 8:23 PM • The Motley Fool

Billionaire Ray Dalio Said The AI Bubble Is Close To Popping. Could SpaceX Be the Culpirit?

Ray Dalio warns that the AI bubble could burst due to massive debt accumulation for AI infrastructure and rising interest rates. While major hyperscalers like Amazon, Alphabet, Microsoft, and Meta can afford their spending, newer AI companies like SpaceX, OpenAI, and Anthropic face greater risk. SpaceX, which raised $86 billion in its IPO, is already seeking additional debt and could be the first domino to fall if the bubble bursts.

10/11/2026, 7:30 AM • The Motley Fool

History Says This 1 ETF Could Turn $1,000 Into $38,000 in 20 Years. Here's How.

The Vanguard Information Technology ETF (VGT) has demonstrated strong historical performance, with a $1,000 investment potentially growing to approximately $38,000 over 20 years at an average annual growth rate of 20%. The ETF's strong performance is driven by its significant holdings in semiconductor and technology stocks, particularly benefiting from the AI boom. However, the article cautions that past performance doesn't guarantee future results and that market corrections could impact returns.

10/11/2026, 4:06 AM • The Motley Fool

Where Will Credo Technology Be in 3 Years?

Credo Technology is experiencing rapid growth in AI data center networking, with revenue expected to triple by fiscal 2028 as hyperscalers increase capital spending. The company specializes in high-performance cables and networking solutions that prevent costly GPU cluster disruptions. However, heavy customer concentration (61% from two customers) and high valuation multiples present significant risks.

10/10/2026, 4:11 PM • The Motley Fool

Is the Vanguard Information Technology ETF Still the Best Tech ETF for Long-Term Investors? Here's What the Data Says.

The Vanguard Information Technology ETF (VGT) has delivered exceptional returns of 839% over the past decade with a 25.1% annualized gain, outperforming the Invesco QQQ Trust's 586% return and 21.3% annualized gain. With a low expense ratio of 0.09% and $170 billion in assets, VGT offers broad exposure to over 300 technology stocks, with top holdings in Nvidia (17.7%), Apple (15.8%), and Microsoft (11.5%), positioning investors to benefit from AI's economic impact.

10/10/2026, 9:30 AM • The Motley Fool

Sundar Pichai Reported Alphabet's Cloud Revenue Grew 82% to $24.8 Billion Last Quarter, With the Gemini App Reaching 950 Million Monthly Users. Is Google Cloud Becoming a Bigger Growth Driver Than Search?

Alphabet's Google Cloud revenue surged 82% to $24.8 billion in Q2, significantly outpacing search revenue growth of 17%. With 950 million Gemini app users and a $514 billion revenue backlog, Google Cloud is emerging as a primary growth driver for Alphabet's AI-focused future, though search still accounts for over half of total revenue.

10/10/2026, 5:29 AM • The Motley Fool

Better High-Growth AI Stock: CrowdStrike vs. Palantir Technologies

The article compares CrowdStrike and Palantir Technologies as AI software investments. While CrowdStrike offers AI-native cybersecurity with 21.7% revenue growth, Palantir demonstrates superior financial performance with 56.2% revenue growth, profitability, and stronger balance sheet metrics. The author recommends Palantir as the better 2026 investment due to its stronger financial profile, despite both companies having high valuations.

10/09/2026, 1:24 PM • The Motley Fool

Cerebras Systems vs. IonQ: Which Technology Stock Is a Better Buy in 2026?

The article compares two specialized hardware companies: Cerebras Systems, which builds AI-accelerating wafer-scale processors and recently achieved profitability with $510M revenue but faces competitive pressure from Nvidia; and IonQ, a quantum computing leader with 202% revenue growth to $130M but still unprofitable with $510M net losses. The author recommends IonQ for 2026 due to its diversified customer base, expanding backlog, and fewer near-term competitive concerns, despite both being speculative early-stage investments.

10/09/2026, 11:38 AM • The Motley Fool

Here's Why I Sold Cipher Digital and Bought More Iren

An analyst sold Cipher Digital shares to increase positions in Iren, citing Iren's superior per-megawatt contract values, larger pipeline (5.8 gigawatts), and faster capacity deployment (500 MW in 2027 vs. Cipher Digital's 270 MW). Rising megawatt prices and customer prepayments are expected to help Iren offset capital intensity and dilution concerns.

10/09/2026, 7:30 AM • The Motley Fool

Should You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Chip Stocks Instead?

While Nvidia remains a strong AI chip stock with leadership in GPU training and a cheap valuation at 15x forward P/E, smaller competitors AMD and Cerebras could potentially outperform over the next decade. AMD, valued at one-fifth of Nvidia's size, is positioned well in the faster-growing inference market through strategic acquisitions and major deals with OpenAI and Meta. Cerebras, with a sub-$40B market cap, offers ultrafast inference speeds but faces execution risks in mainstream adoption.

10/09/2026, 6:15 AM • The Motley Fool

Nebius Group vs. SoundHound AI: Which Tech Stock Is a Better Buy in 2026?

Nebius Group and SoundHound AI represent different plays in the AI infrastructure boom. Nebius operates a specialized cloud platform for AI workloads with 350% revenue growth and demand exceeding supply, while SoundHound AI provides voice-enabled software with 99% revenue growth but faces profitability challenges and integration risks. The author recommends Nebius due to its stronger market position and less competitive landscape.

10/08/2026, 9:13 PM • The Motley Fool